Client Advisor/Account Manager

covenanttech; Portland (OR); On-site; USD 70,000 - 90,000; Full time

Job summary

covenanttech is seeking a Client Advisor in Portland, Oregon, who will serve as the primary point of contact for clients. This role is focused on relationship management, service delivery, and strategic technology planning, ensuring clients receive high-quality technology solutions.

The ideal candidate will have a Bachelor's degree and at least 3 years of experience in technology account management. Responsibilities include developing client relationships, conducting business reviews, and creating strategic technology roadmaps.

Qualifications

• 3+ years of experience in technology account management or client advisory roles.
• Strong understanding of business technology solutions and IT services.
• Proven track record of building and maintaining client relationships.

Responsibilities

• Conduct quarterly in-person meetings with all assigned clients.
• Develop and maintain strong relationships with assigned clients.
• Create and present strategic technology roadmaps aligned with the client's business objectives.
• Provide regular reporting on account health, growth opportunities, and risks.

Skills

Communication skills

Problem-solving

Relationship management

Project management

Business acumen

Education

Bachelor's degree in Business, Technology, or equivalent experience

Tools

CRM systems

Service management tools

Job description

About Us:

Covenant is a leading IT Managed Service Provider dedicated to delivering high-quality technology solutions to businesses. We are seeking a client-focused advisor to build and maintain strong relationships with our customers and ensure they receive clear value from our services.

Position Overview:

A Client Advisor serves as the primary point of contact between our organization and their assigned clients. They focus on relationship management, service delivery, and strategic technology planning. This key role bridges the gap between technical teams and the client's business needs.

As a Client Advisor, you will play a pivotal role in the evolution of our client's technology in line with our established models. Your ability to understand their business goals and translate those into strategic technology initiatives will be essential to your success.

To achieve this, you must be literate in the topics forward in business leaders minds, including Cybersecurity, Copilot Readiness, and Initial AI and Azure Virtual Desktop conversations.

By proactively identifying opportunities for improvement and innovation, you will help guide our clients toward achieving their objectives. Always leading, you will ensure that our clients remain at the forefront of technological advancement.

In addition to your advisory responsibilities, you will be expected to stay current with the latest industry trends and technological advancements. This includes continuous learning and professional development to ensure you are equipped with the knowledge and skills necessary to provide the best possible guidance to our clients.

Key Responsibilities:

• Quarterly In-person meetings with all assigned clients.
• Develop and maintain strong relationships with assigned clients, serving as their trusted technology advisor.
• Conduct regularly scheduled business reviews with clients to assess service performance, discuss needs, and identify opportunities.
• Create and present strategic technology roadmaps aligned with the client's business objectives.
• Monitor service delivery and coordinate with internal teams to ensure client satisfaction.
• Identify and pursue opportunities for service expansion and account growth.
• Act as an escalation point for client concerns and ensure timely resolution.
• Collaborate with internal and external resources to translate client business needs into effective solutions.
• Maintain detailed documentation of client interactions, requirements, and decisions.
• Provide regular reporting on account health, growth opportunities, and risks.
• Coordinate project delivery when required.

Required Qualifications:

• Bachelor's degree in Business, Technology, or equivalent experience.
• 3+ years of experience in technology account management or client advisory roles.
• Strong understanding of business technology solutions and IT services.
• Excellent communication and presentation skills.
• Proven track record of building and maintaining client relationships.
• Experience in project coordination and stakeholder management.
• Ability to translate technical concepts into business terms.
• Strong problem-solving and analytical skills.

Preferred Qualifications:

• Experience in managed services or IT consulting.
• Understanding of ITIL framework.
• Background in technology sales or technical roles.
• Industry certifications (Microsoft, ITIL, CompTIA, etc.).
• Experience with CRM systems and service management tools.
• Experience with various project delivery methodologies (i.e. Agile, Waterfall).
• Candidates in the Portland, Salem, and Eugene Oregon area are highly desirable.

Required Skills:

• Friendly demeanor and good cultural fit.
• Outstanding interpersonal and relationship-building abilities.
• Strong business acumen and consultative approach.
• Excellent project and time management skills.
• Ability to handle multiple priorities and deadlines.
• Strategic thinking and planning capabilities.

The ideal candidate will be proactive, customer-focused, and able to balance relationship management with business development. They should be comfortable working with technical and non-technical stakeholders and thrive in a dynamic environment.